Tag Archives: Investment (Sentinel)
Investors are inclined to make changes more often than they should, but leaning too much toward a “set it and forget it” approach also carries risk. The Goldilocks solution is to establish a low bar for reevaluating your investment plan, but a high bar for actually changing it.
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High interest rates can require some adjustment. Whether you are borrowing, saving or investing, make sure your financial life is ready for the new reality.
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Keeping your approach simple has its upsides, but advanced capital gains tax planning can take your tax savings to the next level.
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As ESG investing evolves, more people may want their trusts or employer-provided retirement plans to reflect their values. Trustees and managers subject to fiduciary duty should take special care to document their decisions if they incorporate ESG considerations into their investment strategies.
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Seeking investments to do good, not just to do well, has been gaining popularity as a wealth management approach. Luckily, as ESG funds grow up, this goal is also becoming more practical.
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Inflation can be a frightening prospect. But a little perspective suggests there is no reason to panic right now.
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Could the next Facebook or Google start somewhere in Africa? Of course – in theory. But for many countries, the deck is stacked against it, despite growing populations.
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Fund manager Cathie Wood has been flying high in recent years, but recent turbulence should remind investors what can happen if they follow her too close to the sun.
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A growing class of funds offer investors the opportunity to make investment choices that align with their values – but when it comes to nailing down the specifics of those values, things can get murky.
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Receiving a job offer or new compensation package is exciting. But if that offer includes equity compensation, it’s important to take time to know what you are getting.
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